Amussen Hunsaker & Associates
Latest statistics and disclosures from Iron Gate Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, GOOG, META, AAPL, and represent 42.54% of Iron Gate Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$17M), APD (+$11M), ICSH (+$8.7M), VYM, UBER, ANGX, VCSH, VGSH, VUG, XLK.
- Started 6 new stock positions in VCSH, MVIS, ASML, SLV, CINF, ANGX.
- Reduced shares in these 10 stocks: SPY (-$36M), QQQ (-$26M), AXP (-$7.8M), SMH (-$7.6M), AAPL (-$6.9M), GOOG, NVDA, AMZN, GOOGL, AVGO.
- Sold out of its positions in BA, CORT, CRWV, FSK, GBCI, PL, BIL, VRT, GAMB.
- Iron Gate Global Advisors was a net seller of stock by $-63M.
- Iron Gate Global Advisors has $977M in assets under management (AUM), dropping by -5.82%.
- Central Index Key (CIK): 0001131181
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Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 100 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.8 | $96M | 191k | 502.65 |
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| Amazon (AMZN) | 9.1 | $89M | -3% | 385k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.1 | $80M | -5% | 254k | 313.80 |
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| Meta Platforms Cl A (META) | 7.8 | $76M | 115k | 660.10 |
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| Apple (AAPL) | 7.7 | $76M | -8% | 278k | 271.86 |
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| NVIDIA Corporation (NVDA) | 7.6 | $75M | -3% | 400k | 186.50 |
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| American Express Company (AXP) | 6.2 | $61M | -11% | 164k | 369.95 |
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| Microsoft Corporation (MSFT) | 5.7 | $56M | 115k | 483.62 |
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| Ishares Tr Ultra Short Dur (ICSH) | 5.3 | $51M | +20% | 1.0M | 50.58 |
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| Uber Technologies (UBER) | 3.8 | $37M | +2% | 454k | 81.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $31M | -6% | 99k | 313.00 |
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| Raytheon Technologies Corp (RTX) | 2.9 | $28M | -4% | 154k | 183.40 |
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| Air Products & Chemicals (APD) | 2.7 | $26M | +71% | 105k | 247.02 |
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| Visa Com Cl A (V) | 2.5 | $25M | 70k | 350.71 |
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| Hershey Company (HSY) | 2.2 | $22M | 120k | 181.98 |
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| Netflix (NFLX) | 2.0 | $19M | +860% | 206k | 93.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $16M | +10% | 113k | 143.52 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $16M | -3% | 88k | 177.75 |
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| Palo Alto Networks (PANW) | 1.6 | $15M | 83k | 184.20 |
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| Johnson & Johnson (JNJ) | 1.4 | $14M | 68k | 206.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.2M | -87% | 7.7k | 681.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.9M | 15k | 335.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.8M | -84% | 7.7k | 614.27 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.8M | -3% | 35k | 111.41 |
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| Tesla Motors (TSLA) | 0.3 | $3.2M | -2% | 7.2k | 449.72 |
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| Caterpillar (CAT) | 0.3 | $2.6M | 4.5k | 572.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.6M | +15% | 5.2k | 487.82 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.9M | 6.1k | 318.51 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.9M | +38% | 32k | 58.73 |
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| Procter & Gamble Company (PG) | 0.2 | $1.8M | -6% | 13k | 143.30 |
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| Cathay General Ban (CATY) | 0.2 | $1.5M | 31k | 48.39 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.5M | -5% | 1.7k | 862.42 |
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| Snowflake Com Shs (SNOW) | 0.1 | $1.4M | -13% | 6.2k | 219.36 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | -11% | 2.3k | 570.96 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.2M | -86% | 3.3k | 360.13 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | -3% | 1.1k | 1075.16 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | 8.6k | 132.72 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | +5% | 9.4k | 120.34 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.3k | 211.79 |
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| Broadcom (AVGO) | 0.1 | $1.1M | -55% | 3.1k | 346.10 |
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| McDonald's Corporation (MCD) | 0.1 | $899k | 2.9k | 305.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $851k | +5% | 2.1k | 396.31 |
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| Merck & Co (MRK) | 0.1 | $842k | 8.0k | 105.26 |
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| PPG Industries (PPG) | 0.1 | $832k | 8.1k | 102.46 |
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| Angel Studios Cl A Com (ANGX) | 0.1 | $766k | NEW | 164k | 4.67 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $726k | -4% | 2.3k | 322.22 |
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| Pepsi (PEP) | 0.1 | $725k | -10% | 5.1k | 143.52 |
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| Chevron Corporation (CVX) | 0.1 | $700k | 4.6k | 152.41 |
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| Carrier Global Corporation (CARR) | 0.1 | $698k | 13k | 52.84 |
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| Home Depot (HD) | 0.1 | $675k | -14% | 2.0k | 344.17 |
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| Healthequity (HQY) | 0.1 | $637k | -23% | 6.9k | 91.61 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $627k | NEW | 7.9k | 79.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $597k | +3% | 1.3k | 468.76 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $579k | 6.6k | 87.35 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $538k | +161% | 3.7k | 143.97 |
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| Deere & Company (DE) | 0.0 | $486k | +3% | 1.0k | 465.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $475k | 1.6k | 303.89 |
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| Allstate Corporation (ALL) | 0.0 | $454k | 2.2k | 208.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $445k | -52% | 709.00 | 627.17 |
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| Bank of America Corporation (BAC) | 0.0 | $423k | 7.7k | 55.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $422k | +47% | 616.00 | 684.94 |
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| Morgan Stanley Com New (MS) | 0.0 | $420k | 2.4k | 177.53 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $410k | +95% | 9.6k | 42.69 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $388k | +100% | 3.3k | 119.41 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $373k | 2.7k | 139.16 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $372k | -3% | 1.7k | 220.61 |
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| Oracle Corporation (ORCL) | 0.0 | $359k | 1.8k | 194.86 |
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| salesforce (CRM) | 0.0 | $359k | +3% | 1.4k | 264.93 |
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| Yum! Brands (YUM) | 0.0 | $332k | -9% | 2.2k | 151.25 |
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| Abbvie (ABBV) | 0.0 | $327k | 1.4k | 228.49 |
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| Newmont Mining Corporation (NEM) | 0.0 | $321k | 3.2k | 99.85 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $320k | -13% | 7.8k | 41.08 |
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| Bristol Myers Squibb (BMY) | 0.0 | $312k | 5.8k | 53.94 |
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| Republic Services (RSG) | 0.0 | $310k | -9% | 1.5k | 211.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $305k | -10% | 3.6k | 83.75 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $298k | 1.4k | 207.28 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $292k | 1.9k | 154.80 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $286k | 1.3k | 227.51 |
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| Ge Aerospace Com New (GE) | 0.0 | $285k | -15% | 925.00 | 308.03 |
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| Cummins (CMI) | 0.0 | $281k | 550.00 | 510.75 |
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| Pfizer (PFE) | 0.0 | $277k | -12% | 11k | 24.90 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $268k | -4% | 305.00 | 878.96 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $268k | +4% | 9.0k | 29.89 |
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| Sempra Energy (SRE) | 0.0 | $265k | 3.0k | 88.29 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $253k | NEW | 3.9k | 64.42 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $250k | -16% | 4.9k | 50.79 |
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| Chubb (CB) | 0.0 | $247k | 790.00 | 312.12 |
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| Hancock Holding Company (HWC) | 0.0 | $244k | 3.8k | 63.68 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $242k | 2.4k | 100.89 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $237k | 3.0k | 80.22 |
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| At&t (T) | 0.0 | $230k | 9.2k | 24.84 |
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| TPG Com Cl A (TPG) | 0.0 | $223k | 3.5k | 63.84 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $213k | 1.5k | 141.09 |
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| Ge Vernova (GEV) | 0.0 | $205k | -37% | 314.00 | 653.57 |
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| Trip Com Group Ads (TCOM) | 0.0 | $204k | 2.8k | 71.91 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $202k | NEW | 189.00 | 1069.86 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $202k | NEW | 1.2k | 163.32 |
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| Pds Biotechnology Ord (PDSB) | 0.0 | $58k | 75k | 0.77 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $22k | NEW | 26k | 0.83 |
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Past Filings by Iron Gate Global Advisors
SEC 13F filings are viewable for Iron Gate Global Advisors going back to 2017
- Iron Gate Global Advisors 2025 Q4 filed Feb. 17, 2026
- Iron Gate Global Advisors 2025 Q3 filed Nov. 14, 2025
- Iron Gate Global Advisors 2025 Q2 filed Aug. 14, 2025
- Iron Gate Global Advisors 2025 Q1 restated filed May 27, 2025
- Iron Gate Global Advisors 2024 Q4 filed Feb. 13, 2025
- Iron Gate Global Advisors 2024 Q3 filed Nov. 14, 2024
- Iron Gate Global Advisors 2024 Q2 filed Aug. 14, 2024
- Iron Gate Global Advisors 2024 Q1 filed May 15, 2024
- Amussen Hunsaker Associates 2023 Q3 filed Nov. 13, 2023
- Amussen Hunsaker Associates 2023 Q2 filed Aug. 10, 2023
- Amussen Hunsaker Associates 2023 Q1 filed May 15, 2023
- Amussen Hunsaker Associates 2022 Q4 filed Feb. 8, 2023
- Amussen Hunsaker Associates 2022 Q3 filed Nov. 14, 2022
- Amussen Hunsaker Associates 2022 Q2 filed Aug. 15, 2022
- Amussen Hunsaker Associates 2022 Q1 filed May 11, 2022
- Amussen Hunsaker Associates 2021 Q4 restated filed Feb. 15, 2022